BFG
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Barber Financial Group’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$313K Sell
1,389
-25
-2% -$5.64K 0.06% 101
2022
Q4
$294K Buy
1,414
+224
+19% +$46.5K 0.08% 102
2022
Q3
$211K Sell
1,190
-76
-6% -$13.5K 0.06% 122
2022
Q2
$249K Sell
1,266
-33
-3% -$6.49K 0.04% 121
2022
Q1
$288K Sell
1,299
-41
-3% -$9.09K 0.04% 117
2021
Q4
$290K Sell
1,340
-53
-4% -$11.5K 0.03% 132
2021
Q3
$310K Buy
1,393
+95
+7% +$21.1K 0.04% 125
2021
Q2
$304K Buy
1,298
+4
+0.3% +$937 0.04% 118
2021
Q1
$274K Sell
1,294
-25
-2% -$5.29K 0.04% 118
2020
Q4
$289K Hold
1,319
0.05% 109
2020
Q3
$264K Sell
1,319
-1,200
-48% -$240K 0.06% 107
2020
Q2
$487K Buy
2,519
+200
+9% +$38.7K 0.12% 66
2020
Q1
$374K Buy
2,319
+889
+62% +$143K 0.12% 75
2019
Q4
$269K Sell
1,430
-1,100
-43% -$207K 0.05% 117
2019
Q3
$435K Hold
2,530
0.09% 90
2019
Q2
$439K Buy
2,530
+255
+11% +$44.2K 0.1% 85
2019
Q1
$355K Buy
2,275
+36
+2% +$5.62K 0.07% 94
2018
Q4
$295K Hold
2,239
0.06% 104
2018
Q3
$336K Buy
2,239
+26
+1% +$3.9K 0.08% 93
2018
Q2
$293K Buy
2,213
+200
+10% +$26.5K 0.08% 91
2018
Q1
$241K Sell
2,013
-60
-3% -$7.18K 0.06% 107
2017
Q4
$236K Buy
2,073
+172
+9% +$19.6K 0.06% 107
2017
Q3
$200K Buy
+1,901
New +$200K 0.06% 101